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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I just dumped DOO for tax loss and need a proxy in that C Discretionary space. Can you advice on a couple of options?

I suspect some C Discretionary CO’s might have some momentum here as well.
Read Answer Asked by Patrick on November 30, 2023
Q: Docebo Inc. hereby offers to purchase from shareholders up to 1,818,181 common shares of the Company at a price of USD$55.00 per Common Share, for an aggregate purchase price not exceeding USD$100,000,000, upon the terms and conditions set forth in this Offer to Purchase, the accompanying Issuer Bid Circular, the related Letter of Transmittal and the Notice of Guaranteed Delivery.
Do you have any comments or advice here.
Read Answer Asked by Shelley on November 30, 2023
Q: As a follow-up to Blake's question a couple of days ago, I see there was a negative report from Piper Sandler to underweight due to recent runup, valuations and reference to elements in 2024, Am now underweight SHOP and wondering whether I should keep accumulating or wait for a pullback. Your thoughts would be greatly appreciated. Thank you for your great service!
Read Answer Asked by jeff on November 30, 2023
Q: Hello, Hammond Power stock has been so strong ( $52 to $82 ), within a span of less than 2 months. We have a very small 0.60% position, started around $57. Based on your favourable view and analysts' commentary, we want to build the position up to at least 1.5 - 2%. Recently stock has traded in $78-$82 range. Would it make sense to start accumulating in $75-78 range, or wait until next quarter ? Market strategists believe that small cap stocks have a lot of room to catch up. We are just a little concerned with HPS.a stock's incredible 200% + rise, this year and a possibility of stock to falter, for any reason. Thank You
Read Answer Asked by rajeev on November 30, 2023
Q: Hi, I noticed that in Wednesday's trading, around noon, someone placed two large BUY orders at $75.80, for 30k and 18k shares (Total trade value $3.6 mln ). Stock later traded down to $75.51. Within an hour, after the orders were filled, Someone placed exactly the same two SELL orders at $76.20, for 30k and 18k shares. The stock bounced back up and both Sell orders were filled just before market close. These were not Block Trades, as there were multiple sellers/buyers for all four orders. CIBC World Market was the broker, both for initial buy orders and later sell orders.

Assuming (safely), that both buy/sell orders originated from the same party, the trades resulted in a net profit of $19k, on a trade value of $3.6 mln. Are these, Day Traders ( using Margin or not ), making money on a small arbitrage? Is this type of activity not uncommon during volatile trading of a stock, like today ? Does it have a relevance to large interest in ATD stock, Or, there is just not much to read here ? I am just curious and trying to educate myself. Thank You
Read Answer Asked by rajeev on November 30, 2023
Q: Hi!

I am wondering if Peter can take some time to put together some words or a video about the Balanced Equity Portfolio and path forward here. We used to get regular commentary on the Portfolio via appearances on shows like Market Call but now we don't get that anymore due to the BNN change in their rules.

Can Peter walk through where he thinks things are headed, potential to find the next great multibagger stocks for the portfolio, view of the current holdings, etc.?

There's a number of solid long term companies in there. Do we ever see a point where they run their course and we sell them BEFORE they have problems and destroy a bunch of our value (thank god we trimmed some ATZ at $60 a little while ago!).

Thanks!
Read Answer Asked by Marc on November 29, 2023
Q: Sector weightings
Recently 5i advised industrial sector weight at 22%. Suggestion - publish sector weights monthly. Would be helpful for those of us who put alot of emphasis on sector weights.
Read Answer Asked by sam on November 28, 2023
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